Interact to see
Advertisement
Advertisement
FCWGX vs SRIAX
FCWGX vs SRIAX Comparison
Open Charts FCWGX vs SRIAX
American Funds Capital World Gr&Inc529F2
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
FCWGX vs SRIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. SRIAX (21.4M). FCWGX pays higher dividends than SRIAX: FCWGX (1.75) vs SRIAX (1.42). FCWGX was incepted earlier than SRIAX: FCWGX (5 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). FCWGX has a lower initial minimum investment than SRIAX: FCWGX (250) vs SRIAX (1000). FCWGX annual gain was more profitable for investors over the last year : 6.63 vs. SRIAX (-1.22).
| FCWGX | SRIAX | FCWGX / SRIAX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 2.57 | 20% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.146 | 5.040 | 181% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.4M | 612,150% |
| Annual Yield % from dividends | 1.75 | 1.42 | 124% |
| Returns for 1 year | 6.63 | -1.22 | -542% |
| Returns for 3 years | 32.24 | 7.15 | 451% |
| Returns for 5 years | N/A | 10.66 | - |
| Returns for 10 years | N/A | -5.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement